5 Vacancies

Purpose As a CF30 FCA authorised Financial Adviser for Lync Wealth Management, the individual will provide comprehensive financial services advice to our clients, including financial planning to both existing and prospective clients. You will represent Lync Wealth Management and be responsible for delivering the best possible client outcomes, providing holistic advice and imp...

Purpose As a CF30 FCA authorised Financial Adviser for Lync Wealth Management, the individual will provide comprehensive financial services advice to our clients, including financial planning to both existing and prospective clients. You will represent Lync Wealth Management and be responsible for delivering the best possible client outcomes, providing holistic advice and imp...

Purpose We are currently looking for an experienced Financial Services Administrator to join our support team to provide pre and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company. You'll be t...

Purpose To support 4 financial advisers in providing financial advice and services to clients. The paraplanner plays a critical role in assisting with research, analysis as well as ensuring compliance with industry regulations . Report Preparation : Prepare detailed reports, including financial analysis, tax calculations, risk assessments, and recommend...

Lync Account Manager Role Overview The Lync Account Manager (AM) will report into the Business Development Manager and will be responsible for strengthening relationships with advisers, driving growth by generating new adviser opportunities and supporting advisers in building their client base. The role focuses on promoting financial planning and advice services, ensuring align...